A deal to use Google's TPUs for Meta's AI models could be worth billions and eat into Nvidia's dominant market share.

Meta's AI conundrum: Here's what to know

04:00pm, Tuesday, 25'th Nov 2025
Meta's shares are up today on reports that the company is considering using Google's tensor processing units (TPUs) in its data centers in 2027. Meta is among the biggest spenders on AI infrastructure
Meta stock is up 5.7% so far in 2025 – lagging the S&P 500's 15.2% rise, according to Google Finance.
Nvidia shares fell on Tuesday after The Information reported that Meta is considering using chips designed by Google. On Monday, The Information reported that Meta is considering using Google's tensor
Alphabet's $4 tn market cap surge and potential deal with Meta contrasted with a slump in AI ETFs as Nvidia dragged chip and AI funds lower.

Dan Ives Pounds The Table On Meta, Microsoft

02:38pm, Tuesday, 25'th Nov 2025
Wedbush analyst and renowned tech bull Dan Ives "pounded the table" on two mega-cap tech stocks on Tuesday.
Wall Street's sector rotation entered full throttle Tuesday, with investors pouring into previously overlooked corners of the market amid an AI-driven shift that now favors undervalued small caps and
Nvidia fell on reports Meta may tap Google for AI chips - here's why Jim Cramer thinks investors may be overreacting. Subscribe | http://t.st/TheStreetTV Earn.
Alphabet (GOOGL) shares rose about 2%, hitting an all-time high on Tuesday morning, after The Information reported Meta (META) is in talks to buy and rent Googl
CNBC's Deirdre Bosa joins 'Squawk on the Street' to report on Meta as the social media giant is exploring the use of Google AI chips.
Meta stock (NASDAQ: META) jumped around 3% on Tuesday after reports emerged that it's negotiating a multibillion-dollar deal to rent and eventually purchase Google's Tensor Processing Units (TPUs) for
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) shares fell 4.5% on Tuesday amid investor worries over rising competition in the artificial intelligence (AI) chip market. Investors are weighing reports that Meta
The Nasdaq Composite slipped on Tuesday as traders stepped back from Monday's strong rebound, with weakness in Nvidia (NVDA) weighing on the tech sector.The ind
Abacus Global Management (NASDAQ:ABL), a firm specializing in alternative asset management, said on Tuesday that it will pay its inaugural annual cash...
Alphabet (GOOGL) is close to joining Apple (AAPL) and Nvidia (NVDA) to having $4 trillion in market cap. Marley Kayden explains how Gemini 3.0 and deals with Meta Platforms (META) and NATO boosted Alp
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